Defense & Aerospace Report
Defense & Aerospace Daily Podcast [Feb 05, 24] Byron Callan’s Week Ahead
Feb 5, 2024
Byron Callan of Capital Alpha Partners discusses appropriations, budget and supplemental outlook, analysis of Boeing's earnings report and defense business, US arms exports, and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian. The podcast also explores recent military strikes, defense spending, operating margins, inflation impact on contracts, updates and challenges for Boeing's defense business segment, and concerns about Boeing as a national strategic asset.
29:05
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Quick takeaways
- Despite recent military actions in the Middle East, defense spending in the region is not expected to be significantly impacted unless a wider regional war occurs.
- There are concerns and uncertainties surrounding supplemental bills and appropriations for defense spending, particularly regarding political motives, allocation of funds, and the challenges of passing them in Congress.
Deep dives
The Middle East and Defense Spending
The podcast discusses the recent military actions in the Middle East, including airstrikes on Iraqi and Saudi targets, larger campaigns against the Houthis, and strikes on Iranian-backed militias. However, despite these military activities, the market does not expect them to significantly impact defense spending in the region. Defense stocks did not see significant movement as a result of these actions, indicating that investors do not anticipate a major shift in defense contractor revenues. The podcast suggests that unless a wider regional war occurs, the impact on defense spending is likely to remain limited.
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